Marks Group Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $755K | Hold |
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|
2024
Q4 | $818K | Buy |
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|
2024
Q3 | $806K | Hold |
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|
2024
Q2 | $740K | Hold |
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|
2024
Q1 | $776K | Hold |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | $575K | Hold |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $548K | Buy |
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